J Arnold Wealth Management CO Portfolio Holdings

J Arnold Wealth Management CO

  • $291 Million
  • Q4 2023

J Arnold Wealth Management CO has filed its 13F form on January 17, 2024 for Q4 2023 where it was disclosed a total value porftolio of $291 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $83.4M, Invesco Qqq Trust, Series 1 with a value of $41.9M, Apple Inc. with a value of $29.8M, Ishares Tr Dow Jones Us Medica with a value of $29.4M, and Amazon Com Inc with a value of $24.5M.

Examining the 13F form we can see an increase of $54.5M in the current position value, from $236M to 291M.

J Arnold Wealth Management CO is based out at Youngstown, OH

Below you can find more details about J Arnold Wealth Management CO portfolio as well as his latest detailed transactions.

Portfolio value $291 Million
ETFs: $191 Million
Technology: $47.8 Million
Consumer Cyclical: $25.7 Million
Healthcare: $20.6 Million
Financial Services: $2.06 Million
Industrials: $1.86 Million
Communication Services: $472,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$794,000 0.27% of portfolio
41,493
Q4 2023 Added 2.67%
$0
$657,000 0.23% of portfolio
41,250
Q4 2023 Reduced 8.44%
$0
$606,000 0.21% of portfolio
75,000
Q4 2023 Reduced 4.76%

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $291 Million
  • Prior Value $236 Million
  • Filing
  • Period Q4 2023
  • Filing Date January 17, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 10 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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